Launches & business transitions

Building platforms, launching products and managing change.

Fund formation, new investment strategies, operating models and ownership transitions, including work with Blackstone- and Tiger Management-seeded businesses.

Investment-platform launches

Covara CapitalRole held 2025–present

Blackstone-seeded credit platform · September 2025

Partner · COO / CFO / CCO

Led the September 2025 launch of a Blackstone-seeded, SEC-registered investment business with a Cayman master-feeder structure.
Established finance, treasury, compliance, governance, cybersecurity and reporting across the management company and offshore fund entities.
Built operating infrastructure for a credit strategy involving corporate credit, syndicated loans, swaps and FX.

Azora CapitalRole held 2017–2018

One master-feeder and three separately managed accounts

CFO / CCO

Launched the SEC-registered operating platform for a five-person fundamental long/short equity manager in April 2017.
Supported growth from one account with $15 million to four accounts with $285 million in nine months, with no headcount increase during the first 19 months.
The structure included one master-feeder and three SMAs trading global equities, swaps, options and FX.

32 Points Capital & emerging managersRole held 2016

Pre-launch CFO and operating-model work

Pre-launch CFO

Identified infrastructure, service providers and controls at different levels of capital commitment and operating budgets.
Assignments included work with Caravel’s former CIO and, subsequently, a former Moore Capital global macro portfolio manager and a former Sound Point distressed portfolio manager.

Investment products & structures

Caravel ManagementRole held 2015–2016

Tactical long/short and ESG strategy launches

CFO / COO

Launched two new strategies: one tactical long/short and one with an ESG emphasis.
Worked within an emerging- and frontier-markets platform trading global equities, options, swaps/CFDs and FX.

Pine Grove Asset ManagementRole held 2011–2015

Three fund launches and an interval-fund conversion

Partner / COO

Launched three funds, including the conversion of a private 3(c)(1) alternative fund into a registered closed-end interval fund under the Investment Company Act of 1940.
Managed the operating responsibilities accompanying product development and the expansion of the business.

Operating remediation & business transitions

Caravel ManagementRole held 2015–2016

Caravel: Operational Remediation & Asset Retention

CFO / COO

The assignment: Recruited after a failed operational due diligence review and a $100 million capital loss that occurred before joining the firm, with a mandate to strengthen controls and retain an additional $400 million in consultant-advised client assets at risk of leaving.
The work: Implemented EZE OMS and supporting operating processes in 45 days against a 90-day timetable; strengthened financial reporting and documented enhanced controls in an investor due diligence questionnaire within the first 90 days.

Pine Grove Asset ManagementRole held 2011–2015

Organizational transition and sale to Man Group

Partner / COO

Played a central role in the transition from PG Associates to PG Asset Management and the subsequent sale to Man Group in August 2014.
Handled operational due diligence for Pine Grove’s sale to Man Group.
Oversaw day-to-day and strategic business operations through the transition.

Yarra Square PartnersRole held 2019–2025

Investor transitions and strategic wind-down

Partner · COO / CFO / CCO

Directed operational management through market volatility, investor transitions and the strategic wind-down of the business in 2025.
Managed financial reporting, compliance administration, investor communications and the firm’s service-provider relationships.

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